Monte Financial Group’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.15M | Buy |
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|
2025
Q2 | $4.45M | Buy |
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|
2025
Q1 | $5.09M | Buy |
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|
2024
Q4 | $4.72M | Sell |
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|
2024
Q3 | $5.49M | Sell |
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|
2024
Q2 | $5.22M | Sell |
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|
2024
Q1 | $4.91M | Sell |
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|
2023
Q4 | $5.2M | Sell |
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|
2023
Q3 | $5.81M | Sell |
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|
2023
Q2 | $6.32M | Sell |
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|
2023
Q1 | $5.34M | Buy |
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|
2022
Q4 | $2.94M | Buy |
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